Significant Wealth Partners LLC logo

Significant Wealth Partners LLC

Updated today

Client AUM

$125,702,586

Clients

845

Advisors

4

of 8 employees

About

Significant Wealth Partners serves individual and high‑net‑worth clients as well as corporate clients, offering discretionary portfolio management and financial planning. The firm constructs individualized investment policy statements and implements strategies through managed accounts, and may refer clients to third‑party managers or alternative private investments when appropriate.

The firm’s investment process blends fundamental, quantitative, technical, and modern portfolio theory analyses to build portfolios, and it employs long‑term trading alongside options strategies and selective use of leveraged and inverse ETFs. SWP typically seeks discretionary trading authority and may facilitate or recommend futures exposure through affiliated futures arrangements when those strategies are deemed suitable for a client’s objectives.

Noteworthy distinctions include affiliations with commodity/futures activity and involvement in sponsoring or syndicating alternative funds, as well as an affiliated investment adviser under common control. Several firm personnel are licensed insurance agents who may offer fixed annuities and the firm conducts educational seminars and workshops; with roughly 845 clients and four advisors, the firm operates with a materially higher client‑to‑advisor ratio than many peer teams.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis

Occupation focus

Executive

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Fee options

Fixed

Fixed fee up to 1.00% of plan assets for standalone financial planning services; fees are negotiable and attached as an exhibit to the Financial Planning Agreement.

Percentage

$0.00 - $1,000,000.00: 1.00% annually >$1,000,000.00+: 0.75% annually

Commissions

Commissions on sale of insurance products are paid to Atkins & Associates, LLC, not SWP; SWP does not receive commissions on other securities or investment products.

Main office

117 W. Main St.

Cary IL 60013

Advisors at this office

4

Most active in

Florida · Illinois · Wisconsin

Also doing business as

Significant Wealth Partners Inc. · Significant Wealth Partners LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alayna L

Series 66

Cary, IL

Significant Wealth Partners LLC

Alayna Leuzé is a financial advisor with Significant Wealth Partners LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill Lynch, and Stephen Smith Financial, Inc. She is also licensed as an insurance agent and engages in insurance sales outside of her advisory work. Significant Wealth Partners serves individual and high-net-worth clients through portfolio management, financial planning, and educational seminars. The firm employs a range of investment strategies, including fundamental and quantitative analysis, and manages accounts primarily on a discretionary basis with documented client risk tolerances and Investment Policy Statements.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

Joshua L

Series 65

Cary, IL

Significant Wealth Partners LLC

Joshua Lang is a financial advisor with Significant Wealth Partners LLC in Cary, Illinois. He holds a Series 65 designation and has five years of industry experience. His prior work includes roles at Mutual Trust Life, Brookstone Capital Management LLC, Highland Capital Brokerage, The Achievement Group, Modern Woodmen of America, and ISS Action Inc. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm utilizes a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct portfolios, employing long-term trading, options strategies, and selective use of leveraged and inverse ETFs.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

David L

Series 66

Cary, IL

Significant Wealth Partners LLC

David Leuze is a financial advisor at Significant Wealth Partners LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch and Camping World prior to joining his current firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a blend of fundamental, quantitative, technical, and modern portfolio theory analyses to construct customized investment strategies, including managed accounts and, when appropriate, referrals to third-party managers or alternative private investments.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
user avatar

Brian A

Series 65

Cary, IL

Significant Wealth Partners LLC

Brian Atkins is a financial advisor with Significant Wealth Partners LLC in Cary, IL, holding a Series 65 designation and 12 years of industry experience. He has worked with firms including Heritage Strategic Wealth, LLC, Wealth Builder Funds LLC, Kingsview Asset Management, and has been managing Atkins & Associates since 2007, where he serves as CEO and operates exempt hedge funds. Atkins is also a licensed insurance agent and offers related advisory services through his firm. Significant Wealth Partners serves individual, high-net-worth, and corporate clients by providing discretionary portfolio management and financial planning. The firm employs a multi-faceted investment process that incorporates fundamental, quantitative, technical, and modern portfolio theory analyses, offering diversified strategies including managed accounts, options, and selective use of leveraged ETFs.

Options & derivatives strategies Private / alternative investments Annuities Real estate investing Life insurance needs analysis Executive
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